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Initiation
SVB Leerink bullish on Oak Street Health, initiates with an Outperform » 08:26
09/24/20
09/24
08:26
09/24/20
08:26
OSH

Oak Street Health

$42.03 /

-1.61 (-3.69%)

, WMT

Walmart

$135.97 /

-2.32 (-1.68%)

As previously reported,…

As previously reported, SVB Leerink analyst Stephen Tanal initiated coverage of Oak Street Health (OSH) with an Outperform rating and $55 price target. The analyst argues that Oak Street Health has built a great business purpose-built to address great societal needs, namely healthcare costs and outcomes for aged, chronically-ill and low-income seniors on Medicare. The end market is massive, which should allow for decades of rapid organic growth, aided by symbiotic relationships with payors and, potentially, Walmart (WMT), alongside the advent of Medicare Direct Contracting, he adds.

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WMT Walmart
$135.97 /

-2.32 (-1.68%)

OSH Oak Street Health
$42.03 /

-1.61 (-3.69%)

OSH Oak Street Health
$42.03 /

-1.61 (-3.69%)

09/24/20 SVB Leerink
Oak Street Health initiated with an Outperform at SVB Leerink
09/17/20 Piper Sandler
Resumed openings lend upside bias to Oak Street guidance, says Piper Sandler
09/02/20 Morgan Stanley
Oak Street deal with Walmart an incremental opportunity, says Morgan Stanley
08/31/20 JPMorgan
Oak Street Health initiated with an Overweight at JPMorgan
WMT Walmart
$135.97 /

-2.32 (-1.68%)

09/24/20 Morgan Stanley
Alphabet price target raised to $1,800 after consumer survey at Morgan Stanley
09/23/20 BWS Financial
Arlo relationship with Walmart not fully realized, says BWS Financial
09/22/20 KeyBanc
Echelon Prime Bike not 'significant impediment' to Peloton growth, says KeyBanc
09/22/20 Oppenheimer
Walmart price target raised to $152 from $145 at Oppenheimer
WMT Walmart
$135.97 /

-2.32 (-1.68%)

  • 06
    Aug
WMT Walmart
$135.97 /

-2.32 (-1.68%)

WMT Walmart
$135.97 /

-2.32 (-1.68%)

OSH Oak Street Health
$42.03 /

-1.61 (-3.69%)

WMT Walmart
$135.97 /

-2.32 (-1.68%)

Initiation
Oak Street Health initiated with an Outperform at SVB Leerink » 07:27
09/24/20
09/24
07:27
09/24/20
07:27
OSH

Oak Street Health

$42.03 /

-1.61 (-3.69%)

SVB Leerink initiated…

SVB Leerink initiated coverage of Oak Street Health with an Outperform rating and $55 price target.

ShowHide Related Items >><<
OSH Oak Street Health
$42.03 /

-1.61 (-3.69%)

OSH Oak Street Health
$42.03 /

-1.61 (-3.69%)

09/17/20 Piper Sandler
Resumed openings lend upside bias to Oak Street guidance, says Piper Sandler
09/02/20 Morgan Stanley
Oak Street deal with Walmart an incremental opportunity, says Morgan Stanley
08/31/20 JPMorgan
Oak Street Health initiated with an Overweight at JPMorgan
08/31/20 Baird
Oak Street Health initiated with an Outperform at Baird
  • 06
    Aug
OSH Oak Street Health
$42.03 /

-1.61 (-3.69%)

Over a week ago
Recommendations
Resumed openings lend upside bias to Oak Street guidance, says Piper Sandler » 13:24
09/17/20
09/17
13:24
09/17/20
13:24
OSH

Oak Street Health

$38.10 /

-3.5 (-8.41%)

Piper Sandler analyst…

Piper Sandler analyst Sean Wieland reiterates an Overweight rating and $54 price target for Oak Street Health shares. Wieland says Q2 results were in line with preliminary estimates published in the company's S1 filing, but displayed impressive expansion across key metrics like patients per center, percent of patients at risk and capitated revenue per at risk patient. The analyst believes the resumption of new center openings and patient recruitment efforts lend an upside bias to Q3 and FY20 guidance.

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OSH Oak Street Health
$38.10 /

-3.5 (-8.41%)

OSH Oak Street Health
$38.10 /

-3.5 (-8.41%)

09/02/20 Morgan Stanley
Oak Street deal with Walmart an incremental opportunity, says Morgan Stanley
08/31/20 JPMorgan
Oak Street Health initiated with an Overweight at JPMorgan
08/31/20 Baird
Oak Street Health initiated with an Outperform at Baird
08/31/20 Truist
Oak Street Health initiated with a Buy at Truist
  • 06
    Aug
OSH Oak Street Health
$38.10 /

-3.5 (-8.41%)

Hot Stocks
Oak Street Health falls -7.4% » 12:00
09/17/20
09/17
12:00
09/17/20
12:00
OSH

Oak Street Health

$38.50 /

-3.1 (-7.45%)

Oak Street Health is down…

Oak Street Health is down -7.4%, or -$3.07 to $38.44.

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OSH Oak Street Health
$38.50 /

-3.1 (-7.45%)

09/02/20 Morgan Stanley
Oak Street deal with Walmart an incremental opportunity, says Morgan Stanley
08/31/20 JPMorgan
Oak Street Health initiated with an Overweight at JPMorgan
08/31/20 Baird
Oak Street Health initiated with an Outperform at Baird
08/31/20 Truist
Oak Street Health initiated with a Buy at Truist
  • 06
    Aug
OSH Oak Street Health
$38.50 /

-3.1 (-7.45%)

Recommendations
Oak Street deal with Walmart an incremental opportunity, says Morgan Stanley » 08:21
09/02/20
09/02
08:21
09/02/20
08:21
OSH

Oak Street Health

$46.00 /

+1.75 (+3.95%)

, WMT

Walmart

$147.60 /

+8.745 (+6.30%)

After Oak Street Health…

After Oak Street Health (OSH) announced it will collaborate with Walmart (WMT) to take over three Walmart Care Clinics in Texas that are being phased out as Walmart is ramping its new Health Clinics, Morgan Stanley analyst Ricky Goldwasser said she sees this as an incremental opportunity for Oak Street to expand share at a lower acquisition cost. While the current partnership agreement is limited to the three Texas clinics, she sees an opportunity for Oak Street to collaborate with Walmart in other markets over time if this is successful, the analyst tells investors. Goldwasser has an Equal Weight rating and $50 price target on Oak Street shares.

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WMT Walmart
$147.60 /

+8.745 (+6.30%)

OSH Oak Street Health
$46.00 /

+1.75 (+3.95%)

08/31/20 JPMorgan
Oak Street Health initiated with an Overweight at JPMorgan
08/31/20 Baird
Oak Street Health initiated with an Outperform at Baird
08/31/20 Truist
Oak Street Health initiated with a Buy at Truist
08/31/20 William Blair
Oak Street Health initiated with an Outperform at William Blair
WMT Walmart
$147.60 /

+8.745 (+6.30%)

09/02/20 Jefferies
Jefferies positive on Walmart+ subscription offering following official launch
09/02/20 Credit Suisse
Credit Suisse sees Walmart+ news as positive long-term, incremental near-term
08/31/20
Fly Intel: Top five analyst downgrades
08/31/20 R5 Capital
Walmart downgraded to Hold at R5 Capital on slowing sales, TikTok deal caution
WMT Walmart
$147.60 /

+8.745 (+6.30%)

  • 06
    Aug
WMT Walmart
$147.60 /

+8.745 (+6.30%)

WMT Walmart
$147.60 /

+8.745 (+6.30%)

OSH Oak Street Health
$46.00 /

+1.75 (+3.95%)

WMT Walmart
$147.60 /

+8.745 (+6.30%)

Initiation
Oak Street Health initiated with an Overweight at JPMorgan » 09:05
08/31/20
08/31
09:05
08/31/20
09:05
OSH

Oak Street Health

$45.14 /

+1.08 (+2.45%)

JPMorgan analyst Gary…

JPMorgan analyst Gary Taylor initiated coverage of Oak Street Health with an Overweight rating and $52 price target. The company has redesigned primary care for seniors and has potential to deliver "substantial" clinical, strategic and financial value to seniors, health insurers and the U.S. government, Taylor tells investors in a research note.

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OSH Oak Street Health
$45.14 /

+1.08 (+2.45%)

08/31/20 Baird
Oak Street Health initiated with an Outperform at Baird
08/31/20 Truist
Oak Street Health initiated with a Buy at Truist
08/31/20 William Blair
Oak Street Health initiated with an Outperform at William Blair
08/31/20 Morgan Stanley
Oak Street Health initiated with an Equal Weight at Morgan Stanley
  • 06
    Aug
OSH Oak Street Health
$45.14 /

+1.08 (+2.45%)

Initiation
Oak Street Health initiated with an Outperform at Baird » 08:17
08/31/20
08/31
08:17
08/31/20
08:17
OSH

Oak Street Health

$45.14 /

+1.08 (+2.45%)

Baird analyst Matthew…

Baird analyst Matthew Gillmor initiated coverage of Oak Street Health with an Outperform rating and $55 price target. The analyst said his positive thesis is based on it tech-enabled platform delivering superior patient experience and lower healthcare costs, its platform design to scale nationally, and its retail focus.

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OSH Oak Street Health
$45.14 /

+1.08 (+2.45%)

08/31/20 Truist
Oak Street Health initiated with a Buy at Truist
08/31/20 William Blair
Oak Street Health initiated with an Outperform at William Blair
08/31/20 Morgan Stanley
Oak Street Health initiated with an Equal Weight at Morgan Stanley
08/31/20 Piper Sandler
Oak Street Health initiated with an Overweight at Piper Sandler
  • 06
    Aug
OSH Oak Street Health
$45.14 /

+1.08 (+2.45%)

Initiation
Oak Street Health initiated with a Buy at Truist » 07:49
08/31/20
08/31
07:49
08/31/20
07:49
OSH

Oak Street Health

$45.14 /

+1.08 (+2.45%)

Truist analyst David…

Truist analyst David MacDonald initiated coverage of Oak Street Health with a Buy rating and $56 price target. The analyst is positive on the company's "unique" primary care model that offers "personalized" integrated services seeking to address "meaningful" challenges that include the aging population, chronic disease management, and rising healthcare industry costs. MacDonald adds that Oak Street's Canopy platform creates a "virtuous cycle" as it helps to better inform the care delivery decisions through predictive analytics using data from multiple sources to create a fulsome picture of a patient's medical, behavioral, and social health history.

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OSH Oak Street Health
$45.14 /

+1.08 (+2.45%)

08/31/20 William Blair
Oak Street Health initiated with an Outperform at William Blair
08/31/20 Morgan Stanley
Oak Street Health initiated with an Equal Weight at Morgan Stanley
08/31/20 Piper Sandler
Oak Street Health initiated with an Overweight at Piper Sandler
08/31/20 Goldman Sachs
Oak Street Health initiated with a Buy at Goldman Sachs
  • 06
    Aug
OSH Oak Street Health
$45.14 /

+1.08 (+2.45%)

Initiation
Oak Street Health initiated with an Outperform at William Blair » 07:04
08/31/20
08/31
07:04
08/31/20
07:04
OSH

Oak Street Health

$45.14 /

+1.08 (+2.45%)

William Blair analyst…

William Blair analyst Ryan Daniels initiated coverage of Oak Street Health with an Outperform rating.

ShowHide Related Items >><<
OSH Oak Street Health
$45.14 /

+1.08 (+2.45%)

08/31/20 Morgan Stanley
Oak Street Health initiated with an Equal Weight at Morgan Stanley
08/31/20 Piper Sandler
Oak Street Health initiated with an Overweight at Piper Sandler
08/31/20 Goldman Sachs
Oak Street Health initiated with a Buy at Goldman Sachs
  • 06
    Aug
OSH Oak Street Health
$45.14 /

+1.08 (+2.45%)

Initiation
Oak Street Health initiated with an Equal Weight at Morgan Stanley » 06:24
08/31/20
08/31
06:24
08/31/20
06:24
OSH

Oak Street Health

$45.14 /

+1.08 (+2.45%)

Morgan Stanley analyst…

Morgan Stanley analyst Ricky Goldwasser initiated coverage of Oak Street Health with an Equal Weight rating and $50 price target. While the company's has a large addressable market, recurring revenue and margin expansion potential with its differentiated primary care platform for Medicare Advantage members, these positives are largely reflected in the current share price, Goldwasser tells investors.

ShowHide Related Items >><<
OSH Oak Street Health
$45.14 /

+1.08 (+2.45%)

08/31/20 Piper Sandler
Oak Street Health initiated with an Overweight at Piper Sandler
08/31/20 Goldman Sachs
Oak Street Health initiated with a Buy at Goldman Sachs
  • 06
    Aug
OSH Oak Street Health
$45.14 /

+1.08 (+2.45%)

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